Jason Davis
Managing Director at Advocate Advisory- Claim this Profile
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Bio
Experience
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Advocate Advisory
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Australia
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Financial Services
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1 - 100 Employee
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Managing Director
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Jul 2023 - Present
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Avana Financial Solutions
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Australia
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Financial Services
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1 - 100 Employee
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Founder & Managing Director
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Jan 2019 - Present
With over 20 years’ experience in financial services, Jason founded Avana in 2019 with a vision to offer advisers a more flexible and tailored licensee solution. Also a qualified financial adviser, Jason refuses to accept the black and white approach alternative licensee providers have to offer. Specialising primarily in Superannuation, Tax & Property; Jason is the brains of the operation and always goes above and beyond to support everyone within the Avana team. With over 20 years’ experience in financial services, Jason founded Avana in 2019 with a vision to offer advisers a more flexible and tailored licensee solution. Also a qualified financial adviser, Jason refuses to accept the black and white approach alternative licensee providers have to offer. Specialising primarily in Superannuation, Tax & Property; Jason is the brains of the operation and always goes above and beyond to support everyone within the Avana team.
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Investment Alternatives
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Financial Services
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Financial Adviser
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Mar 2005 - Present
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Education
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2001 - 2002
University of Melbourne
Postgraduate Diploma in Finance, Finance and Financial Management Services -
2002 - 2003
La Trobe University
Diploma in Accounting, Accounting -
2004 - 2004
Financial Planning Association of Australia
Diploma in Financial Planning, Financial Planning -
1995 - 1999
UNWE
Bachelor in Finance, Finance
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